Jason Graham, financial advisor Phenix City AL

Jason Graham

CRD Number: 7032229
Current Firm: State Farm Investment Management Corp.

Jason Graham (CRD# 7032229) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Phenix City, AL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp. Phenix City, AL Dec 2020 - Current 3
State Farm Vp Management Corp. Phenix City, AL Oct 2018 - Current 5
Jason Graham Insurance Agency Phenix City, AL Sep 2017 - Current 6
State Farm Insurance Auburn, AL Apr 2017 - Sep 2017 < 1
Fringe Consignment LLC Opelika, AL Sep 2015 - Sep 2017 2
Christian Brothers Automotive Montgomery, AL May 2014 - Sep 2017 3
Autobody Express Longview, TX Dec 2012 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S65 NASAA Investment Advisors Law Examination Nov 2020
Contact Info for Jason R. Graham
Phone Number: 800-447-0740
Registered State(s):
  • AL
  • GA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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